![E. Stephen Lilly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
E. Stephen Lilly
Directeur/Membre du Conseil chez
Investment Planning Consultants, Inc.
Profil
E.
Stephen Lilly is currently a Director at Investment Planning Consultants, Inc. and West Virginia Bankers Association, Inc. He was previously a Director at New Peoples Bankshares, Inc., New Peoples Bank, Inc., and Stone Capital Management, Inc. He also served as the Chief Operating Officer & Executive Vice President at First Community Bancshares, Inc. (Virginia) from 2013 to 2019 and as the Chief Operating Officer & Senior Vice President at First Community Bank (Bluefield, Virginia) from 1997 to 2011.
Lilly earned an undergraduate degree from Western Carolina University.
Postes actifs de E. Stephen Lilly
| Sociétés | Poste | Début |
|---|---|---|
Investment Planning Consultants, Inc.
 Investment Planning Consultants, Inc. Investment ManagersFinance Provides regional investment and financial planning services | Directeur/Membre du Conseil | - |
West Virginia Bankers Association, Inc.
 West Virginia Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services Business association | Directeur/Membre du Conseil | - |
Anciens postes connus de E. Stephen Lilly
| Sociétés | Poste | Fin |
|---|---|---|
| NEW PEOPLES BANKSHARES, INC. | Directeur/Membre du Conseil | 16/08/2022 |
New Peoples Bank, Inc.
 New Peoples Bank, Inc. Regional BanksFinance Operates as a state chartered commercial bank | Directeur/Membre du Conseil | 16/08/2022 |
| FIRST COMMUNITY BANKSHARES, INC. | Directeur des opérations | 31/12/2019 |
Stone Capital Management, Inc.
 Stone Capital Management, Inc. Investment ManagersFinance Stone prefers to use individual securities in order to have more control over tax efficiency. They begin with a core portfolio of high quality, high growth companies that dominate the markets that they serve. Depending of the risk tolerance of the individual account, they supplement core holdings with more aggressive disruptive innovators. For smaller accounts, where the purchase of individual securities becomes cost-prohibited they utilize no-load mutual funds or ETFs. Stone anchors the account with a fund whose holdings closely reflects the composition of their managed accounts, and augments it with funds that concentrate on the sectors of the economy in which they currently focus. In Stone's fixed-income accounts, they prefer to use individual issues rather than bond mutual funds. The firm only utilizes high quality fixed-income instruments that offer stability and liquidity. In tax-deferred accounts, their primary focus is on US Treasury, government agency or high-grade corporate securities. In taxable accounts, they typically recommend municipal bonds and prefer escrowed or pre-refunded issues. | Directeur/Membre du Conseil | - |
First Community Bank (Bluefield, Virginia)
 First Community Bank (Bluefield, Virginia) Regional BanksFinance Operates as a national commercial bank | Directeur des opérations | - |
Formation de E. Stephen Lilly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
First Community Bancshares, Inc. (Virginia)
 First Community Bancshares, Inc. (Virginia) Regional BanksFinance Operates as a bank holding company which provides banking services | Finance |
New Peoples Bankshares, Inc.
 New Peoples Bankshares, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides state banking services | Finance |
New Peoples Bank, Inc.
New Peoples Bank, Inc. Regional BanksFinance Operates as a state chartered commercial bank | Finance |
First Community Bank (Bluefield, Virginia)
First Community Bank (Bluefield, Virginia) Regional BanksFinance Operates as a national commercial bank | Finance |
Stone Capital Management, Inc.
Stone Capital Management, Inc. Investment ManagersFinance Stone prefers to use individual securities in order to have more control over tax efficiency. They begin with a core portfolio of high quality, high growth companies that dominate the markets that they serve. Depending of the risk tolerance of the individual account, they supplement core holdings with more aggressive disruptive innovators. For smaller accounts, where the purchase of individual securities becomes cost-prohibited they utilize no-load mutual funds or ETFs. Stone anchors the account with a fund whose holdings closely reflects the composition of their managed accounts, and augments it with funds that concentrate on the sectors of the economy in which they currently focus. In Stone's fixed-income accounts, they prefer to use individual issues rather than bond mutual funds. The firm only utilizes high quality fixed-income instruments that offer stability and liquidity. In tax-deferred accounts, their primary focus is on US Treasury, government agency or high-grade corporate securities. In taxable accounts, they typically recommend municipal bonds and prefer escrowed or pre-refunded issues. | Finance |
Western Carolina University
 Western Carolina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Planning Consultants, Inc.
Investment Planning Consultants, Inc. Investment ManagersFinance Provides regional investment and financial planning services | Finance |
West Virginia Bankers Association, Inc.
West Virginia Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services Business association | Commercial Services |
